After logging in with your TU-ID on the start page (opens in new tab), click on the “+” symbol Create survey in the top bar. You can now define the survey title and basic language. You can ignore the Survey group option.

Alternatively, you have the option of using an existing survey file via the Import tab or editing a previously created survey under a new title via the Copy tab.

The Create survey button takes you to the settings and question management of your survey.

On the left-hand side in the Structure tab, you can add a question using the button of the same name.

On the right-hand side, you will now see a General settings block. The second item is Question type. Click on the preset question type, e.g. “Long free text”, to select the desired type. The input fields in the centre change depending on the selected question type.

Below the question text, make the specific settings for each question type and, if necessary, enter several answer options in the Answer options tab using the green “+” symbol. If there are many possible answers, you can also use the Quick add button and enter one answer per line.

You can make further settings for the question on the right-hand side. Use the button under Mandatory to control whether it is a mandatory question. The following options are possible:

• Off: The answer option “No answer” is displayed when answering.
• Soft: Hides the “No answer” answer option.
• On: This is a mandatory question. In this case, the survey cannot be continued without an answer (question marked with *).

Once you have finished creating your survey, click the Activate survey button at the top.

You will then see a window with the following message: “Once a survey has been activated you can no longer add or delete questions, question groups or subquestions.”

You can now make a few settings, e.g. whether the answers or IP data should be anonymised. You can also set whether the survey should be publicly available (“Open-access mode”) or only accessible by invitation (“Closed-access mode)”. When switching to closed mode, you will receive a message with the heading “Survey participants have not been initialised for this survey”, which you can confirm by clicking the Switch to closed- mode button.

In the next step, switch to the Participant table view. Use the Add button to add survey participants and enter their names and email addresses. Then either click Send email invitation for individual participants or for all participants via the Invite & remind button.

You can now edit the email text and send the invitation email for survey participation by clicking on Send invitations.